ICFSX Mutual Fund

ICFSX Mutual Fund

NAV$9.14
See how much of ICFSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.29%
3 Months
-3.73%
6 Months
+2.57%
YTD
-4.88%
1 Year
-3.41%
3 Years (annualized)
+8.87%
5 Years (annualized)
+5.41%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICFSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 1500 Financials Index(^SPFI)
This Mutual Fund (YTD)
-4.88%
Peer Avg (YTD)
+7.91%
vs Peers
-12.79%

ICFSX Mutual Fund Performance

ICFSX performance across multiple time periods: 1-month -7.29%, YTD -4.88%, 1-year -3.41%, 3-year 8.87%, 5-year 5.41%, 10-year 10.61%.

ICFSX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

ICFSX vs another fund shows side-by-side returns. ICFSX alternatives are available in the Mutual Fund Screener.